Robert W Bartlett Review

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Robert W Bartlett, based in Cincinnati, OH, is an Investment Advisor with 4 years of experience. Robert is registered with Clear Perspectives Financial Planning, which provides investment advisory services for 174 clients.

Professional Summary

Robert W Bartlett is a Investment Advisor registered with Clear Perspectives Financial Planning. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Financial Advisor Value
First Name Robert
Last Name Bartlett
Type Investment Advisor
Education MBA, Duke University
FINRA Active No
SEC Active Yes (View SEC IAPD CRD#6599240)
Office Address 9545 Kenwood Rd #200, Cincinnati, OH 45242

Personal Bio

Rob performs in-depth research and analysis for clients, with a focus on tax planning. He is the Director of Financial and Tax Planning, and if he is not calculating tax savings, he is at home with his wife and family, or playing tennis. Rob also serves on his local City Council.

Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No


Financial professional has not provided their certifications (e.g., CFP, CFA).

Regulatory History

Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Robert Bartlett, identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgement/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 4 years
Total Registered Employers 1
Works for an Trusted firm? Yes

Clear Perspectives Financial Planning

Trusted Clear Perspectives Financial Planning, registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7 advisors. Clear Perspectives Financial Planning manages $229.2 million and provides investment advisory services for 174 clients (1:25 advisor/client ratio).

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This automated report was generated using SEC and FINRA data and was last updated on July 3rd, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

*SEC data last verified 07/03/2020. FINRA data last verified 07/03/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.